Carmen Reinicke

Equities reporter @business, previously @cnbc & @businessinsider. Adjunct prof @newmarkjschool. @vassar and @newmarkjschool grad. she/her. opinions my own.

[Carmen Reinicke @csreinicke]

I’ve been thinking about today for months- the day after Christmas, when 2 unemployment insurance programs (PUA&PEUC) end if there isn’t another round of stimulus 1/X

[Joe Weisenthal @TheStalwart]

$NVDA is now trading at the same *forward* PE ratio as it was in 2019. https://t.co/NL49nV5l0k

[Isabelle Lee @isabelletanlee]

SpaceX joins the Nasdaq 100 today. Wall Street's verdict? Buy. MS and GS are among the firms initiating coverage with buy-equivalent ratings -- arguing SPCX's long-term growth potential outweighs lingering concerns over profitability, execution & valuation
https://t.co/HIjOVJSICX

[Isabelle Lee @isabelletanlee]

SpaceX has started to lose momentum after its IPO. Those betting against the stock will soon face a different force: billions of dollars in mechanical buying. Aftermarket close Friday, SPCX will be added to Russell indexes. And soon, Nasdaq. W/ @luwangnyc
https://t.co/DnzhDaBwlF

[Bloomberg TV @BloombergTV]

Bloomberg's Carmen Reinicke explains the recent sell-off in technology equities, which originated from a local report about SK Hynix potentially slowing production of a key AI memory chip https://t.co/tfgBoqOm3j

[Mike Bloomberg @MikeBloomberg]

Congratulations to all the @nyknicks - one of the greatest NY teams of all-time. Their heroics, and the spirit they inspired in fans, will live on in hearts forever.

📸: @GettyImages

[Isabelle Lee @isabelletanlee]

Our latest How To breaks down accredited investor status, which opens the door to private-market investments like hedge funds and private equity. Generally, investors qualify with a net worth above $1m (excluding their home) or annual income of ~$200,000. https://t.co/yEzezxbVWp

[Sam Potter @SamJPotter]

Buried in the SpaceX frenzy were some weird ETF flows, notably in ARKK.

Turns out they're part of a pattern surrounding IPOs where big investors hijack ETFs to get synthetic exposure to the deal.

Billions of dollars in play. Story by @denitsa_tsekova https://t.co/MUBw6jGhik

[Amanda Mull @amandamull]

Several @business @BW colleagues and I have a big story out today: An inside look at the booming global peptide gold rush, a billion-dollar black market in experimental drugs that RFK Jr may soon make legal. Gift link: https://t.co/HOUng9jhHV

[Carmen Reinicke @csreinicke]

@BenFoldy @JakeSwearingen @propublica @KendallTTaggart @ceodonovan Congrats!!

[Carmen Reinicke @csreinicke]

A must-read from @isabelletanlee -leveraged bets on SpaceX generated more than $1 billion of trading volume on their first day @markets
https://t.co/94Ot1v3ppy

[Ed Ludlow @EdLudlow]

SpaceX current approx price to sales: ~150

Amazon: 3.6

Microsoft: 9.2

[Ed Ludlow @EdLudlow]

SpaceX is up 8% and as it stands has a market cap greater than Amazon's.

[Carmen Reinicke @csreinicke]

SpaceX's third day of trading is off to a solid start - stock gains pushed its market cap above Amazon's and briefly above Microsoft's, making it the fourth largest company in the world.
https://t.co/kOo1ZqdRw5

[Isabelle Lee @isabelletanlee]

SpaceX shares surged in premarket trade - on track to overtake Amazon as the fifth largest publicly traded company in the world. The premarket gain builds on a more than 40% jump across SpaceX’s first two sessions after its IPO @Subrat_Patnaik @csreinicke https://t.co/beGAt4p5Ua

[Carmen Reinicke @csreinicke]

Truly an honor to work on this SpaceX story with @luwangnyc -- give it a read!

[Lu Wang @luwangnyc]

SpaceX, OpenAI and Anthropic are fueling a mega IPO revival, ending Wall Street's years-long equity drought https://t.co/Gw4ISKeYPx with @csreinicke

[Carmen Reinicke @csreinicke]

$SPCX going up

[Ed Ludlow @EdLudlow]

New Street's Pierre Feragu on model for $SPCX after initiating coverage: (BUY, $165)

"The valuation of SpaceX comes from combining artificial intelligence and space. Space today is very cash-generative. Telecom businesses are throwing off cash, and if you can direct that cash flow into AI, you can build your own infrastructure much more cheaply because you don't have to pay someone else's margin."

[Carmen Reinicke @csreinicke]

Happy SpaceX IPO day to all who celebrate

[Isabelle Lee @isabelletanlee]

Nearly a dozen levered SpaceX ETFs are set to debut Monday, just one day after the highly anticipated IPO. Sources told us the launches had initially been slated for Friday before a change of plans delayed the rollout. W/ insights from @JSeyff @Todd_Sohn
https://t.co/gapKrlN6q2

[Natalia Kniazhevich @NKniazhevich]

What a great and fun conversation we had with the legendary short seller @RealJimChanos at @iConnections
#globalaltsnewyork
It was fantastic to get his take on #spacex IPO at time when bullishness on Wall Street went through the roof. #globalalts2026 #bloomberg